Bill H. Email & Phone Number

Bedminster, Nj

Bill and his team were charged with the investment and administration of more than $100 billion of employee benefit plan assets at its peak and were responsible for the development of asset allocation policies and strategies, risk management, the selection of external investment managers and trustees, regulatory compliance, accounting and reporting. He was a member of the Benefit Plan Investment Committee and chaired the Investment Management Committee. Instituted an asset allocation glide path for risk reduction as pension funded status improved.

Bedminster, New Jersey, United States

Led a group of four which managed the $11 billion portfolio of private market assets of the pension trust (private equity and real assets). Member of the Investment Management Committee. Presented performance results to senior management quarterly. Sourced, analyzed and recommended new investments. Served on advisory boards of private equity and real estate partnerships.

Warren, New Jersey, United States

Managed a $4 billion portfolio of private market investments (private equity, real estate and natural resources). Member of the Investment Committee. Conducted asset/liability studies for the pension plan. Shifted pension asset allocation to fixed income and increased diversification across public and private equities.

Warren, New Jersey, United States

Managed a $4 billion real estate portfolio as well as third-party clients. Recommended real estate investments and dispositions. Negotiated partnership agreements for jointly held investments and commingled funds.

Basking Ridge, New Jersey, United States

Prepared financial analyses for the corporate real estate group on matters including disposition of owned properties, leasing versus buying space, joint ventures with developers, and lease economics.

Morristown, New Jersey, United States

Prepared financial analyses for third-party software products and worked on the five-year business plan for AT&T's computer group.

New York, New York, United States

Prepared financial analyses for buy, sell and lease decisions for Mobil's tanker fleet and prepared strategic plans and capital budgets for the marine group.

New York, New York, United States

Performed systems analysis, systems design and programming.

Mba, Finance

Bachelor Of Science - Bse, Civil Engineering

Activities and Societies: Cum Laude; Princeton Nassoons